MyPlanIQ 401k Investor Donegal Mutual Insurance Company 401(k) Plan

Donegal Mutual Insurance Company 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend POVYX Putnam International Equity Fund
WORLD STOCK RNPEX American Funds New Perspective Fund R4 Class
Others
Moderate Allocation OAKBX Oakmark Equity Income Fund
Conservative Allocation PACYX Putnam Asset Allocation Conservative Portfolio
Moderate Allocation PABYX Putnam Asset Allocation Balanced Portfolio
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Multisector Bond PDVRX Putnam Diversified Income Tr
US EQUITY
LARGE BLEND VFINX Putnam S P 500 Index Fund
SMALL BLEND NBGEX Neuberger Berman Genesis Tr
LARGE BLEND NYVTX Davis NY Venture Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend POVYX Putnam International Equity Fund
WORLD STOCK RNPEX American Funds New Perspective Fund R4 Class
Others
Moderate Allocation OAKBX Oakmark Equity Income Fund
Conservative Allocation PACYX Putnam Asset Allocation Conservative Portfolio
Moderate Allocation PABYX Putnam Asset Allocation Balanced Portfolio
ROOT CASH Putnam Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Multisector Bond PDVRX Putnam Diversified Income Tr
US EQUITY
LARGE BLEND VFINX Putnam S P 500 Index Fund
SMALL BLEND NBGEX Neuberger Berman Genesis Tr
LARGE BLEND NYVTX Davis NY Venture Fund
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund Investor Class
LARGE VALUE PEIYX Putnam Equity Income Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
Small Growth MSSGX Morgan Stanley Inst Small Company Growth Fund
LARGE BLEND PAEAX Putnam Asset Allocation Growth Portfolio
Mid-Cap Growth BARAX Baron Asset Fund
Small Growth LSBAX Lord Abbett Small Cap Blend Fund A Class
LARGE GROWTH JANSX The Janus Fund
Total Available Funds: 19
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
Foreign Large Blend POVYX Putnam International Equity Fund 80% 3 60 0 0.93% 2.05%
WORLD STOCK RNPEX American Funds New Perspective Fund R4 Class 65% 3 60 0 1.47% 5.53%
Others
Moderate Allocation OAKBX Oakmark Equity Income Fund 91% 3 60 0 0.83% 2.3%
Conservative Allocation PACYX Putnam Asset Allocation Conservative Portfolio 84% 3 60 0 0.78% 2.39%
Moderate Allocation PABYX Putnam Asset Allocation Balanced Portfolio 73% 3 60 0 1.19% 1.29%
ROOT CASH Putnam Money Mkt Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
Multisector Bond PDVRX Putnam Diversified Income Tr 46% 3 60 0 1.76% 5.69%
US EQUITY
LARGE BLEND VFINX Putnam S P 500 Index Fund 98% 3 60 0 0.14% 1.27%
SMALL BLEND NBGEX Neuberger Berman Genesis Tr 96% 3 60 0 0.84% 0%
LARGE BLEND NYVTX Davis NY Venture Fund 92% 3 60 0 1.75% 8.07%
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund Investor Class 91% 3 60 0 1.05% 17.63%
LARGE VALUE PEIYX Putnam Equity Income Fund 90% 3 60 0 1.14% 5.52%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
Small Growth MSSGX Morgan Stanley Inst Small Company Growth Fund 70% 3 60 0 2.1% 0%
LARGE BLEND PAEAX Putnam Asset Allocation Growth Portfolio 55% 3 60 0 0.78% 0%
Mid-Cap Growth BARAX Baron Asset Fund 35% 3 60 0 1.33% 3.55%
Small Growth LSBAX Lord Abbett Small Cap Blend Fund A Class 0% 3 60 0 1.33% 0%
LARGE GROWTH JANSX The Janus Fund 0% 3 60 0 0.9% 0%
Average Expense Ratio: 1.1%
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Related Retirement Plans
DONEGAL MUTUAL INSURANCE COMPANY 401K PLAN
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 4.2% 14.7% 3.9% 9.4% 7.9% 9.3%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:DGICB)
The plan consists of 20 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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